PIMCO ETF TR (TIPZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
35
Reporting holders
$37.4M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $8.2M | 156,967 | 0.00% | 31q | +8.1%+$612.2K |
| BANK OF AMERICA CORP /DE/ | $3.8M | 73,113 | 0.00% | 31q | +2.1%+$79.8K |
| WELLS FARGO & COMPANY/MN | $3.6M | 68,353 | 0.00% | 31q | -11.5%-$465.4K |
| WealthCare Investment Partners, LLC | $3.2M | 60,818 | 0.77% | 18q | +11.1%+$316.9K |
| RAYMOND JAMES FINANCIAL INC | $2.9M | 55,914 | 0.00% | 7q | -20.2%-$740.1K |
| One Capital Management, LLC | $2.4M | 44,568 | 0.07% | 4q | HELD |
| MORGAN STANLEY | $2.3M | 43,523 | 0.00% | 35q | +43.3%+$688.0K |
| Apex Wealth Management, LLC | $2.0M | 39,158 | 1.25% | 2q | +1.3%+$25.5K |
| ROYAL BANK OF CANADA | $1.7M | 32,736 | 0.00% | 31q | -27.1%-$638.1K |
| Fiduciary Trust Co | $1.6M | 30,000 | 0.02% | 3q | +50.0%+$523.2K |
| Hara Capital LLC | $1.1M | 21,174 | 0.58% | 8q | -9.3%-$113.4K |
| Steward Partners Investment Advisory, LLC | $819.8K | 15,668 | 0.00% | 22q | -11.2%-$103.1K |
| JANE STREET GROUP, LLC | $461.7K | 8,824 | 0.00% | 7q | -14.8%-$80.4K |
| OSAIC HOLDINGS, INC. | $424.4K | 8,109 | 0.00% | 26q | +89.7%+$200.7K |
| Fairway Wealth LLC | $391.7K | 7,486 | 0.09% | 11q | +3.4%+$13.0K |
| Snowden Capital Advisors LLC | $375.7K | 7,180 | 0.01% | 8q | +2.4%+$8.8K |
| JONES FINANCIAL COMPANIES LLLP | $320.4K | 6,108 | 0.00% | 9q | +10.5%+$30.4K |
| Stratos Wealth Partners, LTD. | $278.5K | 5,322 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $276.3K | 5,280 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $262.7K | 5,021 | 0.00% | 22q | +27.3%+$56.4K |
| Farther Finance Advisors, LLC | $232.8K | 4,449 | 0.00% | 9q | +1.3%+$2.9K |
| Cetera Investment Advisers | $218.6K | 4,179 | 0.00% | 5q | -32.4%-$104.6K |
| IFP Advisors, Inc | $165.6K | 3,165 | 0.00% | 5q | HELD |
| JPMORGAN CHASE & CO | $127.6K | 2,429 | 0.00% | 6q | -63.2%-$219.3K |
| Ascentis Independent Advisors | $48.9K | 934 | 0.07% | 2q | +76.9%+$21.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $41.3K | 790 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $35.5K | 678 | 0.00% | 8q | +2.4% |
| Global Retirement Partners, LLC | $31.1K | 594 | 0.00% | 16q | +0.8% |
| Founders Financial Alliance, LLC | $11.4K | 218 | 0.00% | 2q | +2.3% |
| Main Street Group, LTD | $10.1K | 193 | 0.00% | 2q | HELD |
| FRANKLIN RESOURCES INC | $6.6K | 126 | 0.00% | 7q | HELD |
| Integrated Wealth Concepts LLC | $4.1K | 78 | 0.00% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $1.1K | 21 | 0.00% | new | FIRST |
| AE Wealth Management LLC | $942 | 18 | 0.00% | 7q | -18.2% |
| WEDBUSH SECURITIES INC | $508 | 9,706 | 0.01% | 13q | -15.0% |
| HRT FINANCIAL LP | $361 | 6,909 | 0.00% | new | NEW |
| FMR LLC | $52 | 1 | 0.00% | 11q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 35 | $37.4M | 713,195 | 4 | 16 | 9 | 0.0% |
| Q1 2026 | 36 | $40.3M | 758,951 | 6 | 12 | 11 | 0.0% |
| Q4 2025 | 38 | $40.5M | 772,576 | 5 | 13 | 12 | 0.0% |
| Q3 2025 | 42 | $43.4M | 807,299 | 6 | 11 | 16 | 0.0% |
| Q2 2025 | 42 | $51.2M | 961,238 | 4 | 11 | 19 | 0.0% |
| Q1 2025 | 47 | $69.2M | 1,285,047 | 5 | 19 | 9 | 0.0% |
| Q4 2024 | 50 | $63.3M | 1,220,921 | 5 | 21 | 11 | 0.0% |
| Q3 2024 | 50 | $61.1M | 1,130,233 | 9 | 19 | 13 | 0.0% |
| Q2 2024 | 45 | $50.3M | 957,682 | 9 | 14 | 13 | 0.0% |
| Q1 2024 | 41 | $56.7M | 1,063,086 | 5 | 13 | 11 | 0.0% |
| Q4 2023 | 43 | $53.4M | 1,000,705 | 4 | 7 | 21 | 0.0% |
| Q3 2023 | 41 | $47.9M | 925,568 | 3 | 14 | 18 | 0.0% |
| Q2 2023 | 41 | $48.5M | 896,530 | 4 | 13 | 16 | 0.0% |
| Q1 2023 | 43 | $51.0M | 913,473 | 4 | 13 | 16 | 0.0% |
| Q4 2022 | 47 | $59.7M | 1,103,177 | 10 | 7 | 19 | 0.0% |
| Q3 2022 | 57 | $125.3M | 2,355,807 | 14 | 22 | 16 | 0.0% |
| Q2 2022 | 51 | $92.9M | 1,614,861 | 6 | 18 | 19 | 0.0% |
| Q1 2022 | 56 | $120.0M | 1,685,998 | 9 | 26 | 14 | 0.0% |
| Q4 2021 | 52 | $106.4M | 1,610,753 | 8 | 28 | 7 | 0.0% |
| Q3 2021 | 48 | $75.4M | 1,149,142 | 6 | 24 | 8 | 0.0% |
| Q2 2021 | 43 | $74.0M | 1,126,639 | 7 | 22 | 4 | 0.0% |
| Q1 2021 | 40 | $59.9M | 932,524 | 12 | 13 | 3 | 0.0% |
| Q4 2020 | 32 | $42.1M | 642,827 | 5 | 16 | 5 | 0.0% |
| Q3 2020 | 31 | $35.9M | 550,794 | 6 | 13 | 6 | 0.0% |
| Q2 2020 | 25 | $20.3M | 320,850 | 3 | 11 | 6 | 0.0% |
| Q1 2020 | 23 | $16.1M | 264,028 | 1 | 11 | 5 | 0.0% |
| Q4 2019 | 26 | $16.4M | 273,776 | 4 | 9 | 6 | 0.0% |
| Q3 2019 | 23 | $15.9M | 264,838 | 2 | 8 | 5 | 0.0% |
| Q2 2019 | 24 | $14.7M | 246,937 | 2 | 5 | 8 | 0.0% |
| Q1 2019 | 23 | $17.5M | 302,389 | 2 | 7 | 8 | 0.0% |
| Q4 2018 | 26 | $18.8M | 335,387 | 0 | 1 | 0 | 0.0% |